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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,209 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,961 | $54,590-57.9% | $81,716-71.9% | $73,493-68.8% |
| Participation rate | 67.2% | 68.3%-1.1pp | 72.0%-4.8pp | 70.7%-3.5pp |
| Annual return | 13.70% | 17.74%-4.0pp | 29.49%-15.8pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,381 | $1,636-15.6% | $4,310-68.0% | $2,270-39.2% |
| Participant deferral / active EE | $2,395 | $2,759-13.2% | $7,108-66.3% | $3,740-36.0% |
| Admin fee / account holder | $212 | $592-64.1% | $5,159-95.9% | $513-58.6% |